AMVGX Mutual Fund
AMVGX Mutual Fund
NAV$17.13
AUM$30M
TER0.78%
Holdings133
See how much of AMVGX you already own
AMVGX Mutual Fund
NAV$17.13
American Century Mid Cap Value Fund Class R5
AUM$30M
TER0.78%
Holdings133
See how much of AMVGX you already own
AMVGX Mutual Fund Overlap Analysis
AMVGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
AMVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, AMVGX may share significant positions with broad-market funds.
AMVGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AMVGX tax-loss harvesting finds highly correlated but non-identical funds.